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Brett Roberts 15Brett Roberts 15 

Formula Field - Account Owners

I need to create a custom formula field on the account that evaluates the owner ID of an account and then fills a field out with a text value (a name).

Here is the breakdown I need.

Owner ID 1 = Name 1
Owner ID 2 & 3 = Name 2
Owner ID 3 & 4 = Name 3

Any ideas?
Best Answer chosen by Brett Roberts 15
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Brett,

Thanks for confirming. Can you try thr below formula. Replace the ownerids as per your requirement.
 
if( OwnerId ='0055j000000XLmV', 'sample1' , if( OR(OwnerId ='0055j000000XERR',OwnerId ='0055j000000XERT'),'SAMPLE2', IF(OwnerId='0055j000000Xfs4', 'SAMPLE3','')

)

)

If this solution helps, Please mark it as best answer.

Thanks,
 

All Answers

Sai PraveenSai Praveen (Salesforce Developers) 
Hi Brett,

In the above question you mentioned OWNER ID 2 &3 . At a given instance owner id can be only one.  Can you clarify this.

Thanks,
 
Brett Roberts 15Brett Roberts 15
I meant to write Owner ID is 2 OR 3. Thanks, Brett
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Brett,

Thanks for confirming. and onf final question is only the name should be assigned for 1,2,3,4 ownerids . Remaining records the value can be Blank right?

Thanks.
 
Brett Roberts 15Brett Roberts 15
That’s correct. Thanks, Brett
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Brett,

Thanks for confirming. Can you try thr below formula. Replace the ownerids as per your requirement.
 
if( OwnerId ='0055j000000XLmV', 'sample1' , if( OR(OwnerId ='0055j000000XERR',OwnerId ='0055j000000XERT'),'SAMPLE2', IF(OwnerId='0055j000000Xfs4', 'SAMPLE3','')

)

)

If this solution helps, Please mark it as best answer.

Thanks,
 
This was selected as the best answer
Brett Roberts 15Brett Roberts 15
That worked perfectly! Thank you!
Benny LentonBenny Lenton
That works perfectly. Thanks.
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